Business Protection

• Protect your business from the loss of a Key Person due to death, disability, critical, or chronic illness

• Every business owner will one day be out of business, one of five ways: death, disability, retirement, voluntary sale, or bankruptcy. What I do is help the owner make sure that no matter which way they exit the business that they get out with maximum profit. You should start your plan with a Buy/Sell Agreement

Tax Free Retirement

Roth IRA
Roth 401(k)
Life Insurance

Retirement Planning

Convert your IRA to a Roth IRA

Double Your Retirement Income in Ten Years
Monday, 13 October 2014 19:01

The stock and bond markets are uncertain, and you know that you're going to need more income in the future. Fortunately, there's a solution to the uncertainty problem.

There are IRAs and Roth IRAs that guarantee that your retirement income in the future will be larger than what you can receive if you retired today.

For example, if an IRA1 guarantees that your income base grows at the rate of 7% per year, compounded daily, then your income base would double after ten years. You can do these calculations yourself by clicking on the image below:

If you would like a custom proposal for an IRA, Roth IRA, SEP IRA, or IRA Rollover that guarantees growth of your future retirement income, then fill out the form below. We can also help you with IRA to Roth IRA Conversions.


1 This is a hypothetical example, not indicative of any particular investment product or individual retirement annuity.

 

Brent D. Gardner, CLU, ChFC